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Community Forum
15 June 2015
www.cwcfoundation.ca
www.cwcfoundation.ca
Master of Ceremonies
Kelly Waterhouse
Today’s Agenda
› Master of Ceremonies Kelly Waterhouse
› John Black School Ukuleles Shari Roberts
› Community Update Randall Howard
› Vital Signs 2015 Erin Pratley
› Mini-Grant Awards Bronwynne Wilton
John Morris
› Wrap up and Questions
www.cwcfoundation.ca
Foundation Update
Randall Howard, Board Chair
a platform for building community
foundationfoundationcommunitycommunity
We are a tax-exempt public charity created by and for
the people of Centre Wellington.
Our mission is to
strengthen our community by helping donors achieve their giving goals and by
helping non-profits find resources to support their important work.
Endowment building &
Personalized service
Endowment building &
Personalized service
feature
one
› Identify charitable giving options
› Customize giving approaches to match personal interests
and tax planning needs
› Facilitate complex forms of giving
› Share knowledge on community priorities
› Offer grantmaking expertise and administrative services
› Offer involvement in recommending uses of a gift
› Help people create personal legacies via named funds
› Provide the option to give anonymously
Creating solutions that fit every situation
local grantmaking expertise
Local grantmaking expertisefeature
two
Making a difference where it is needed most
Arts & culture
Children & youth
Education
Environment
Health
Social services
Sports & recreation
Seniors
› Gather information and track
local agencies and programs
› Direct grants and resources to appropriate areas
› Local organization with local staff and
board members
› Knowledge of community issues, opportunities,
and resources
› Monitor all community needs…
community
leadership
› Act as a community catalyst
› Build endowments to ensure grants are always
available to support the community
› Support high impact opportunities
› Are governed by leaders with strong ties to our
community
› Foster development of new organizations
and programs
› Re-direct funds as community needs change
Community leadershipfeature
three
Our business is building community
Local grantmaking expertiseLocal grantmaking expertise
Endowment building & Personalized serviceEndowment building & Personalized service
Community leadershipCommunity leadership
1921 First Canadian community foundation
established in Winnipeg, Manitoba
today More than 191 community foundations across Canada
› Serving citizens across the country – reach 82% of Canadians
› $5 billion in assets
› More than $176 million in local grants each year
› And growing!
2009 Centre Wellington Community Foundation established by Harry
Panjer from discussions in Cultural Affairs Committee
foundation
facts
A Brief History of a Movement
Recent Momentum:
• Launched Vital Signs initiative (for 2015)
• Our first 3rd party fundraisers:
– Ian Evans South Pole Expedition and speaking (for Elora Green Space)
– Jason Thompson & Athol Gow: Craft Beer Rendezvous & Alt Burns Night
• Four new funds, increased assets and granting
• More volunteer community input: over 20 people
• Increased mini-grant from $500 to $1000
• Maddy Smith: Youth Delegate to Elevate150 in Banff
• Involvement with CFC2015 Conference in Calgary
www.cwcfoundation.ca
Our Numbers: Funds
Asset base $350,000 in eleven funds:
– Community Fund (greatest needs)
– Cedarcliff Fund (arts & culture)
– Elma & David Jack Youth Recreation Fund
– Elora Green Space Fund
– Kath Hammond Literacy Fund
– Middlebrook Social Innovation Fund
– Community Leadership Fund (CWCF sustainability)
www.cwcfoundation.ca
4 New Funds in 2014
– Kate and Margot Community Fund
support community initiatives with additional
leverage, including volunteer commitment
– Micklebring Fund
focus on literary, performing, visual & culinary arts
– Middlebrook Community Fund
support emerging and strategic granting initiatives
– Riverfest Elora Fund
support worthy initiatives in our community
www.cwcfoundation.ca
Our Numbers: Granting
www.cwcfoundation.ca
› 2014 grants: $26 215
› Cumulative: $87 000 in
56 diverse grants
0
5000
10000
15000
20000
25000
30000
2010 2011 2012 2013 2014
CWCF Granting ($)
Community Leader Volunteers
• Board: Randall Howard (Chair), Nancy Wood (Secretary), Jean
Prichard (Treasurer), Michael Chapman, Toni Ellis, Brent
Hallman, John Morris, Jason Thompson, Bronwynne Wilton
• Advisors: Doug Jack, Cindy Lindsay
• Asset Development: John Morris, Michael Chapman, Alan
Ralston, Kathie Butcher
• Communications: Brent Hallman, Curt Hammond, Lauren
Hallman, Melanie Lang, Tom Beyer
• Granting: Bronwynne Wilton, John Morris
• Vital Signs: Toni Ellis, Carolyn Skimson, Susan Thorning, Jason
Thompson, Carolyn Skimson, Lauren Hallman www.cwcfoundation.ca
Community Leader Volunteers (2)
• Community Leadership Advisory
Council:
– Andy Goldie, CAO Centre Wellington
– Ron MacKinnon, Community Resource Centre
– Paul Holyoake, Centre Wellington Social Justice Group
– John Kissick, Artist & University of Guelph
– Barb Lee, Elora Arts Council
– Maddy Smith, Youth leader
– Paul Young, Youth counsellor
www.cwcfoundation.ca
www.cwcfoundation.ca
Vital Signs
Erin Pratley, Vital Signs Project Coordinator
VITAL SIGNS IN
CENTRE
WELLINGTON
WHY VITAL SIGNS?
“Each Vital Signs report measures the vitality of its
community in key areas, providing the community
with critical information that can help set priorities
and identify opportunities for action.”
(Vital Signs Website: http://VitalSignsCanada.ca)
AREAS OF FOCUS
• Arts and Culture
• Leadership and Belonging
• Gap between Rich and Poor
What do we know?
VITAL SIGNS PROCESS
• Indicators from Community
Foundations Canada
• Community Consultations
• Input and existing data to develop
report
• Final Report- October 6 (National)
CONSULTING WITH THE
COMMUNITY…
• 20 representatives from Service Providers, Community
Groups, Business Community, and local government
• Leadership Advisory Group- Group of 7 community
leaders who meet regularly
• Discussions with other key individuals/groups in the
community
• SURVEY-
• https://www.surveymonkey.com/s/VitalSignsCWCF
KEY ASPECTS OF REPORT
• Reaches everyday citizens and
various audiences
• Reflects the current reality in the
community
• Based on existing data (and
identifies data needs?)
…
Fill out the SURVEY for a chance to win your choice of a
one-day pass to Riverfest Elora or The Fergus Scottish
Festival!
https://www.surveymonkey.com/s/VitalSignsCWCF
Mark your calendar for the October 6th launch!
www.cwcfoundation.ca
Mini-Grant Awards
Bronwynne Wilton &
John Morris
Kathie Hammond Literacy Fund
› Established to celebrate the life and passions
of Kathie Hammond.
› Money from this fund used to encourage and
support children and learning.
› Presenter: Curt Hammond
www.cwcfoundation.ca
Kate & Margot Community Fund
› Supports a broad range of charitable activities
› Focus on grants leveraged by other support,
including significant volunteer commitment
› Presenter: Bronwynne Wilton
www.cwcfoundation.ca
Cedarcliff Fund
› Funding to develop and maintain arts and
culture in Centre Wellington
› Grants may support operating and/or capital
costs of organizations located or
performing/showing in the Centre Wellington
area.
› Presenter: Benny di Zitti
www.cwcfoundation.ca
Community Fund
› Our core non-restricted fund able to grant to a
broad range of worthy causes in our
community
› Great choice for donors wanting to enable the
broadest spectrum of local community
initiatives.
› Presenter: John Morris
www.cwcfoundation.ca
Investing in Our Community
1 888 713 4083
info@cwcfoundation.ca
“Helping you help your community
For GOOD, For EVER”
www.cwcfoundation.ca

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Centre Wellington Community Foundation - Public Meeting 15-June-2015

  • 1. Community Forum 15 June 2015 www.cwcfoundation.ca
  • 3. Today’s Agenda › Master of Ceremonies Kelly Waterhouse › John Black School Ukuleles Shari Roberts › Community Update Randall Howard › Vital Signs 2015 Erin Pratley › Mini-Grant Awards Bronwynne Wilton John Morris › Wrap up and Questions www.cwcfoundation.ca
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  • 6. a platform for building community foundationfoundationcommunitycommunity
  • 7. We are a tax-exempt public charity created by and for the people of Centre Wellington. Our mission is to strengthen our community by helping donors achieve their giving goals and by helping non-profits find resources to support their important work.
  • 9. Endowment building & Personalized service feature one › Identify charitable giving options › Customize giving approaches to match personal interests and tax planning needs › Facilitate complex forms of giving › Share knowledge on community priorities › Offer grantmaking expertise and administrative services › Offer involvement in recommending uses of a gift › Help people create personal legacies via named funds › Provide the option to give anonymously Creating solutions that fit every situation
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  • 13. Local grantmaking expertisefeature two Making a difference where it is needed most Arts & culture Children & youth Education Environment Health Social services Sports & recreation Seniors › Gather information and track local agencies and programs › Direct grants and resources to appropriate areas › Local organization with local staff and board members › Knowledge of community issues, opportunities, and resources › Monitor all community needs…
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  • 16. › Act as a community catalyst › Build endowments to ensure grants are always available to support the community › Support high impact opportunities › Are governed by leaders with strong ties to our community › Foster development of new organizations and programs › Re-direct funds as community needs change Community leadershipfeature three Our business is building community
  • 17. Local grantmaking expertiseLocal grantmaking expertise Endowment building & Personalized serviceEndowment building & Personalized service Community leadershipCommunity leadership
  • 18. 1921 First Canadian community foundation established in Winnipeg, Manitoba today More than 191 community foundations across Canada › Serving citizens across the country – reach 82% of Canadians › $5 billion in assets › More than $176 million in local grants each year › And growing! 2009 Centre Wellington Community Foundation established by Harry Panjer from discussions in Cultural Affairs Committee foundation facts A Brief History of a Movement
  • 19. Recent Momentum: • Launched Vital Signs initiative (for 2015) • Our first 3rd party fundraisers: – Ian Evans South Pole Expedition and speaking (for Elora Green Space) – Jason Thompson & Athol Gow: Craft Beer Rendezvous & Alt Burns Night • Four new funds, increased assets and granting • More volunteer community input: over 20 people • Increased mini-grant from $500 to $1000 • Maddy Smith: Youth Delegate to Elevate150 in Banff • Involvement with CFC2015 Conference in Calgary www.cwcfoundation.ca
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  • 21. Our Numbers: Funds Asset base $350,000 in eleven funds: – Community Fund (greatest needs) – Cedarcliff Fund (arts & culture) – Elma & David Jack Youth Recreation Fund – Elora Green Space Fund – Kath Hammond Literacy Fund – Middlebrook Social Innovation Fund – Community Leadership Fund (CWCF sustainability) www.cwcfoundation.ca
  • 22. 4 New Funds in 2014 – Kate and Margot Community Fund support community initiatives with additional leverage, including volunteer commitment – Micklebring Fund focus on literary, performing, visual & culinary arts – Middlebrook Community Fund support emerging and strategic granting initiatives – Riverfest Elora Fund support worthy initiatives in our community www.cwcfoundation.ca
  • 23. Our Numbers: Granting www.cwcfoundation.ca › 2014 grants: $26 215 › Cumulative: $87 000 in 56 diverse grants 0 5000 10000 15000 20000 25000 30000 2010 2011 2012 2013 2014 CWCF Granting ($)
  • 24. Community Leader Volunteers • Board: Randall Howard (Chair), Nancy Wood (Secretary), Jean Prichard (Treasurer), Michael Chapman, Toni Ellis, Brent Hallman, John Morris, Jason Thompson, Bronwynne Wilton • Advisors: Doug Jack, Cindy Lindsay • Asset Development: John Morris, Michael Chapman, Alan Ralston, Kathie Butcher • Communications: Brent Hallman, Curt Hammond, Lauren Hallman, Melanie Lang, Tom Beyer • Granting: Bronwynne Wilton, John Morris • Vital Signs: Toni Ellis, Carolyn Skimson, Susan Thorning, Jason Thompson, Carolyn Skimson, Lauren Hallman www.cwcfoundation.ca
  • 25. Community Leader Volunteers (2) • Community Leadership Advisory Council: – Andy Goldie, CAO Centre Wellington – Ron MacKinnon, Community Resource Centre – Paul Holyoake, Centre Wellington Social Justice Group – John Kissick, Artist & University of Guelph – Barb Lee, Elora Arts Council – Maddy Smith, Youth leader – Paul Young, Youth counsellor www.cwcfoundation.ca
  • 26. www.cwcfoundation.ca Vital Signs Erin Pratley, Vital Signs Project Coordinator
  • 28. WHY VITAL SIGNS? “Each Vital Signs report measures the vitality of its community in key areas, providing the community with critical information that can help set priorities and identify opportunities for action.” (Vital Signs Website: http://VitalSignsCanada.ca)
  • 29. AREAS OF FOCUS • Arts and Culture • Leadership and Belonging • Gap between Rich and Poor What do we know?
  • 30. VITAL SIGNS PROCESS • Indicators from Community Foundations Canada • Community Consultations • Input and existing data to develop report • Final Report- October 6 (National)
  • 31. CONSULTING WITH THE COMMUNITY… • 20 representatives from Service Providers, Community Groups, Business Community, and local government • Leadership Advisory Group- Group of 7 community leaders who meet regularly • Discussions with other key individuals/groups in the community • SURVEY- • https://www.surveymonkey.com/s/VitalSignsCWCF
  • 32. KEY ASPECTS OF REPORT • Reaches everyday citizens and various audiences • Reflects the current reality in the community • Based on existing data (and identifies data needs?)
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  • 34. Fill out the SURVEY for a chance to win your choice of a one-day pass to Riverfest Elora or The Fergus Scottish Festival! https://www.surveymonkey.com/s/VitalSignsCWCF Mark your calendar for the October 6th launch!
  • 36. Kathie Hammond Literacy Fund › Established to celebrate the life and passions of Kathie Hammond. › Money from this fund used to encourage and support children and learning. › Presenter: Curt Hammond www.cwcfoundation.ca
  • 37. Kate & Margot Community Fund › Supports a broad range of charitable activities › Focus on grants leveraged by other support, including significant volunteer commitment › Presenter: Bronwynne Wilton www.cwcfoundation.ca
  • 38. Cedarcliff Fund › Funding to develop and maintain arts and culture in Centre Wellington › Grants may support operating and/or capital costs of organizations located or performing/showing in the Centre Wellington area. › Presenter: Benny di Zitti www.cwcfoundation.ca
  • 39. Community Fund › Our core non-restricted fund able to grant to a broad range of worthy causes in our community › Great choice for donors wanting to enable the broadest spectrum of local community initiatives. › Presenter: John Morris www.cwcfoundation.ca
  • 40. Investing in Our Community 1 888 713 4083 info@cwcfoundation.ca “Helping you help your community For GOOD, For EVER” www.cwcfoundation.ca